Parallel Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
54,685
+1,092
| +2% | +$154K | 0.15% | 105 |
|
|
2025
Q1 | $6.25M | Buy |
53,593
+916
| +2% | +$107K | 0.14% | 111 |
|
|
2024
Q4 | $6.62M | Buy |
52,677
+363
| +0.7% | +$45.6K | 0.15% | 107 |
|
|
2024
Q3 | $5.45M | Buy |
52,314
+815
| +2% | +$85K | 0.13% | 127 |
|
|
2024
Q2 | $5.01M | Sell |
51,499
-1,688
| -3% | -$164K | 0.13% | 122 |
|
|
2024
Q1 | $5.01M | Sell |
53,187
-282
| -0.5% | -$26.6K | 0.14% | 119 |
|
|
2023
Q4 | $4.99M | Sell |
53,469
-2,588
| -5% | -$241K | 0.15% | 113 |
|
|
2023
Q3 | $4.58M | Buy |
56,057
+13,244
| +31% | +$1.08M | 0.15% | 116 |
|
|
2023
Q2 | $3.66M | Buy |
42,813
+395
| +0.9% | +$33.7K | 0.12% | 144 |
|
|
2023
Q1 | $3.72M | Sell |
42,418
-493
| -1% | -$43.3K | 0.13% | 141 |
|
|
2022
Q4 | $3.65M | Buy |
42,911
+3,324
| +8% | +$283K | 0.16% | 96 |
|
|
2022
Q3 | $3.13M | Buy |
39,587
+1,950
| +5% | +$154K | 0.14% | 107 |
|
|
2022
Q2 | $2.86M | Sell |
37,637
-3,430
| -8% | -$261K | 0.13% | 113 |
|
|
2022
Q1 | $3.71M | Buy |
41,067
+11,505
| +39% | +$1.04M | 0.15% | 106 |
|
|
2021
Q4 | $2.9M | Sell |
29,562
-89
| -0.3% | -$8.74K | 0.11% | 136 |
|
|
2021
Q3 | $2.89M | Buy |
29,651
+1,058
| +4% | +$103K | 0.12% | 135 |
|
|
2021
Q2 | $2.62M | Buy |
28,593
+1,203
| +4% | +$110K | 0.11% | 137 |
|
|
2021
Q1 | $2.13M | Buy |
27,390
+661
| +2% | +$51.3K | 0.1% | 145 |
|
|
2020
Q4 | $1.83M | Buy |
26,729
+1,818
| +7% | +$125K | 0.1% | 146 |
|
|
2020
Q3 | $1.2M | Buy |
24,911
+151
| +0.6% | +$7.3K | 0.07% | 167 |
|
|
2020
Q2 | $1.2M | Buy |
24,760
+3,275
| +15% | +$158K | 0.08% | 160 |
|
|
2020
Q1 | $730K | Buy |
21,485
+6,584
| +44% | +$224K | 0.06% | 189 |
|
|
2019
Q4 | $762K | Sell |
14,901
-1,674
| -10% | -$85.6K | 0.06% | 222 |
|
|
2019
Q3 | $707K | Buy |
16,575
+4,495
| +37% | +$192K | 0.06% | 217 |
|
|
2019
Q2 | $529K | Buy |
12,080
+515
| +4% | +$22.6K | 0.05% | 228 |
|
|
2019
Q1 | $488K | Buy |
11,565
+1,812
| +19% | +$76.5K | 0.05% | 217 |
|
|
2018
Q4 | $386K | Sell |
9,753
-540
| -5% | -$21.4K | 0.05% | 232 |
|
|
2018
Q3 | $479K | Buy |
10,293
+4,438
| +76% | +$207K | 0.06% | 211 |
|
|
2018
Q2 | $277K | Sell |
5,855
-65
| -1% | -$3.08K | 0.04% | 278 |
|
|
2018
Q1 | $319K | Buy |
5,920
+27
| +0.5% | +$1.46K | 0.05% | 243 |
|
|
2017
Q4 | $309K | Sell |
5,893
-6
| -0.1% | -$315 | 0.05% | 248 |
|
|
2017
Q3 | $287K | Buy |
5,899
+209
| +4% | +$10.2K | 0.05% | 257 |
|
|
2017
Q2 | $267K | Buy |
5,690
+776
| +16% | +$36.4K | 0.05% | 268 |
|
|
2017
Q1 | $214K | Buy |
4,914
+402
| +9% | +$17.5K | 0.04% | 285 |
|
|
2016
Q4 | $191K | Buy |
+4,512
| New | +$191K | 0.04% | 260 |
|